Far, far away from Wall Street , How we became member of a RESOURCE MONOPOLY Jäderberg & Cie.
VITA of the founder • 1986-1990: institutional equity trading, quantative analysis (NYSE) • 2004-2010: 28 alternative investment projects volume: € 1.5 bn elevator pitch
• growing natural resource • trade good since over 2,000 years • Far,various productsfar away for diversified, from growing Wall sales markets Street worldwide, mostly immune to recession • treasured, worshipped, overexploited, endangered species • demand much higher than supply – long term • monopoly situation elevator pitch
• sustainable cultivation • reforestation, mixed forest, no monoculture • IMPACT INVESTING par excellence • best practice active risk management • extremely high barriers of entry prevent competition – long term • ONLY sustainable source in commercial size, worldwide • quasi-MONOPOL elevator pitch
• entrepreneurial returns due to full value chain • extremely positive return/risk-profile • classically illiquid asset in tradeable structure • largely independent of capital markets and currencies • exclusive access to the investment • side-by-side to four prestigious international investors JC SANDALWOOD sustainable sandalwood in Australia Tropical Forestry Services The financial crisis Use of Santalum is founded in 1997. Jäderberg & Cie. drives TFS to start album in Traditional The first commercial is founded with a focus on looking for funding Chinese Medicine. plantation is being planted Indian Sandalwood. abroad. in 1999.
2000 500 1980 1999 2004 2008 2009 2010 Today BC BC
The forestry department of Western Australia The first harvest in 2013/14 Indian sandalwood commences its research is followed in 2015 by the first documented in into the cultivation of the first pharmaceutical Ayurvedic medicine. „sacred tree“ TFS IPO and listing on product from QUINTIS using in the Kimberley Region. the ASX. Sandalwood Album Oil. Jäderberg & Cie.
HISTORY of the founder Jäderberg & Cie. TODAY • 1986-1990: institutional equity trading, • entrepreneurial investor (plantation quantitative analysis (NYSE, Wall Street) operations + sandalwood marketing) • 2004-2010: 28 alternative investments • 5 plantations (700ha) in NT/QLD (2012-2016) projects, volume: € 1.5bn • harvest income of €1bn+ expected • 2010: Jäderberg & Cie. founded, first • ca. 48% belong to co-investors 52% JC) international plantation investor of Quintis • ca. 1000 investors in 7 vehicles QUINTIS partner & worldmarket leader
• largest producer and seller of • 12,100 hectare plantations sandalwood products worldwide • 5.4 million of sandalwood trees • decades of sandalwood expertise • state-of-the-art infrastructure • 200+ employees • the only producer worldwide of • multiple awards + certifications pharmaceutical grade sandalwood oil What is sandalwood? The resource
One tree, many names
Indisches white Santalum Sandelholz sandalwood album latin
East Indian Chandan Sandalwood Hindi
12 Indian sandalwood more than a sacred tree
Indian sandalwood is one of the most Its remedial properties and its alluring scent valuable tropical woods in the world make Indian sandalwood oil with a millennia old tradition. a very sought after commodity. Natural resource-„monopoly" A tree threatened by extinction
Due to illegal overexploitation Our Australian asset partner manages the and logging in its Indian habitat, only commercially relevant and sustainably plus excessive worldwide demand, the grown plantations in the world. naturally available supply is very limited. The raw material
Complete exploitation of the Indian sandalwood tree
▪ Heart- and sapwood, roots – Sandalwood and oil
▪ Branches, boughs – Wood
▪ Seeds – Sandalwood oil and proteins
▪ Rest – Resins and wood chips
Nature Portfolio 15 The raw material
Indian sandalwood
Oil Wood
Rest
Pharma Cosmetics Perfumes Mouth fresheners Religious rituals Prayer chains Burials Carvings & Furniture
Incense
JC Indian Sandalwood 16 The sales markets
Worldwide demand for end-products made from Indian sandalwood
Jäderberg & Cie. 17 The sustainable value creation
Unlike other natural resource investments, JC Indian Sandalwood investors participate across the entire, vertically fully integrated, value chain.
From Soil to Oil to Shelf
From Tree to Treatment
Jäderberg & Cie. 18 A portfolio of sales markets growth potential pharma
Indian sandalwood is used in many very Western medicine has confirmed many of different markets worldwide, including in the healing properties of Indian the perfumes and cosmetics industry. sandalwood, leading to rising oil prices. Indian Sandalwood medicinal benefits and usage
eczema (atopic dermatitis), acne, anti-infective HPV skin warts, HPV genital warts, anti-inflammatory rosacea, psoriasis, MCV molluscum, anti-proliferative actinic keratosis, oral mucositis, anti-fungal clostridium difficile, relaxing sun burns, stress/meditation The sales markets
JC Indian Sandalwood 21 Best practiceDer Impactrisk management Active. Proactive. Safeguarded.
• Land searchNaturpreconditions • Risk PREVENTIONUreinwohner (cyclonesWasser/flooding) Unternehmen/Mitarbeiter(institutionalised, „plan A/B/…“) Tiere Religion • Daily presenceBiodiversitätand attention • Passive safeguardingMedizin (Fire/insects/pests) (insurances) Impact Investing extensive sustainability
Nature Indigenous population Water Company/Employees Animals Religion Biodiversity Medicine Exclusive access to the investment JC Sandalwood
Of these privileged, QUINTIS only enables only Jäderberg & Cie. a hand-full of international investors provides other investors to invest in its plantations. access to an investment in Sandalwood Album. JC plantation sites
Natur im Portfolio 25 marketing & sales of sandalwood products Thank you for your kind attention. Jäderberg & Cie. T +49 40 329 69 69-0 [email protected] www.jaederberg.de
Van-der-Smissen-Straße 2 · 22767 Hamburg